A report from law firm Dentons found that 63% of family offices use direct investments with others interested in doing so.

Younger female boomers are doing better than their predecessors, but there’s a catch.

Low-income taxpayers are far more likely to be targeted.

Bernie Krooks gives a heads-up on what to expect in 2023.

What issues and developments are attorneys encountering as we head into 2023?

Is your 401(k) supporting fossil fuels? This year may see more employee pressure on companies to provide sustainable investment options.

Laying the foundation for an organization that will support the family and its legacy requires commitment to a process and regularly revisiting fundamental decisions.

Practical advice to serve those types of clients.